GoProposal Ideas Portal

Add actions to Zapier in order to push contacts INTO GP for more automation

At the moment you can only use zapier to send data OUT of GP. But those who use other CRMs cannot automate the customer journey where they go through a process in the crm before agreeing to get a proposal sent. We would like it that if say a deal is at quote stage, its send the contacts info into GP, to then have a team member create and send the proposal.

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  • Apr 29 2025
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